Delivering Financial Clarity, Confidence, & Control for Every Business
Tier 1
Starter Package
Who It's For: Ideal for businesses with $500K-$1M revenue
Features:
Monthly strategic review meetings (60 minutes)
Basic financial dashboard development
Quarterly forecast updates
Email support for quick questions
$1,500
Monthly
3 month minimum
Popular
Tier 2
Growth Package
Who It's For: Ideal for businesses with $1M-$2.5M revenue
Features:
Bi-weekly strategic review meetings (60 minutes)
Advanced financial dashboard with custom KPIs
Monthly forecast updates
Unlimited email support and scheduled calls
Product/service line profitability analysis
$2,500
Monthly
3 month minimum
Tier 3
Scale Package
Who It's For: Ideal for businesses with $2.5M-$4M revenue
Features:
Weekly review of metrics and strategic review meetings (60 minutes)
Comprehensive financial dashboard with predictive analytics
Continuous forecast updating priority support
In-depth margin analysis across all business segments
Capital structure optimization
$3,500
Monthly
3 month minimum
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